Salesloft Platform Help

Salesloft Platform Help

Help the user with Salesloft platform questions — from configuration and Rhythm signals through Analytics dashboards, Drift chatbots, and integrations.

Step 1 — Gather context

If references/​learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of Salesloft do you need help with?

   • A) Cadence — multi-channel outbound sequences (hand off: /​sales-cadence {your question})
   • B) Rhythm — AI-prioritized daily workflow and signals
   • C) Conversations — call recording, transcription, coaching (for call reviews, hand off: /​sales-call-review {your question})
   • D) Deals — pipeline visibility and deal management (for deal analysis, hand off: /​sales-deal-inspect {your question})
   • E) Forecast — revenue forecasting and pipeline coverage (hand off: /​sales-forecast {your question})
   • F) Analytics — reporting, dashboards, team performance
   • G) Drift — chatbots, live chat, conversational marketing
   • H) Admin — user management, settings, permissions, SSO
   • I) Integrations — CRM sync, API, webhooks, third-party tools
   • J) Something else — describe it

2. What's your role?

   • A) Sales rep / AE / BDR
   • B) Sales manager / team lead
   • C) RevOps / Sales Ops
   • D) Admin / IT
   • E) Other

3. What are you trying to accomplish? (describe your specific goal or question)

Note: If the user needs one of the specialized skills (Cadence, call review, deal inspection, forecasting), route them there with a brief explanation of why that skill is a better fit.

Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

• Cadence/​sequence building → /​sales-cadence
• Call review/​coaching → /​sales-call-review
• Deal health/​risk analysis → /​sales-deal-inspect
• Revenue forecasting → /​sales-forecast

Otherwise, answer directly from platform knowledge using the reference below.

Step 3 — Salesloft platform reference

Provide module-by-module guidance based on the user's area:

Rhythm

• What it is: AI-powered workflow engine that prioritizes daily seller actions based on buyer signals
• Key concepts: Rhythm signals, plays, focus zone, signal prioritization, Rhythm sidebar
• Common configs: Signal weighting, play creation, automation rules, Rhythm integration with Cadence
• Metrics: Signal-to-action rate, tasks completed, pipeline influenced by Rhythm
• Best practices: Trust the AI prioritization, customize signal weights for your sales motion, review Rhythm analytics weekly

Analytics

• What it is: Built-in reporting and dashboards for team and individual performance
• Key concepts: Standard reports, custom reports, dashboard builder, team analytics, activity metrics
• Common reports: Activity leaderboard, cadence performance, pipeline creation, conversion rates, call metrics
• Common configs: Custom report builder, scheduled reports, export settings, team vs. individual views
• Best practices: Set up weekly automated reports, track leading indicators (activities) not just lagging (revenue), benchmark reps against team averages

Drift (Conversational Marketing)

• What concepts: Chatbots, playbooks, live chat, meeting scheduling, site visitor identification
• Common configs: Bot playbook builder, routing rules, meeting calendar integration, ABM targeting, Fastlane for qualified leads
• Metrics: Conversations started, meetings booked via chat, bot deflection rate, response time
• Best practices: Use ABM targeting for high-value accounts, keep bot flows under 4 steps, always offer human handoff, A/​B test opening messages

Admin & Settings

• User management: Roles, permissions, teams, hierarchies
• CRM sync: Salesforce/​HubSpot sync settings, field mapping, conflict resolution, sync frequency
• SSO: SAML configuration, provisioning
• Data management: Import/​export, duplicate management, data hygiene
• Common issues: Sync conflicts, permission errors, API rate limits

Salesloft data model

Core entities in the Salesloft platform — understand these to navigate the UI, build reports, and work with the API:

Integrations & API

• Native integrations: Salesforce, HubSpot, Slack, LinkedIn Sales Navigator, Drift, calendar sync
• API basics: REST API, authentication (OAuth 2.0), rate limits, common endpoints
• Webhooks: Available events, payload structure, retry logic
• Common use cases: CRM sync customization, custom reporting, workflow automation, datan enrichment

Salesloft API reference

For detailed API documentation including endpoints, rate limits, webhooks, and automation patterns, consult references/​api-reference.md.

Quick reference: Base URL https://api.salesloft.com/​v2, OAuth 2.0 auth, 600 req/​min rate limit. Full docs: https://developers.salesloft.com/

Using Membrane for direct Salesloft access

If you want Claude to interact with Salesloft directly (list people, get cadences, create records), install the Membrane Salesloft skill:

npx skills add membranedev/​application-skills --skill salesloft

This gives Claude hands-on API access through pre-built actions with authentication and error handling built in. Use it when you need to:

• Pull live data from Salesloft (people, accounts, cadences, emails, calls)
• Create or update records without leaving the terminal
• Automate workflows that touch Salesloft data

The Membrane skill handles auth, pagination, and rate limits automatically — prefer it over raw API calls when possible.

Conversations

• What it is: Call recording, transcription, and conversation intelligence
• Key concepts: Call recording, AI transcription, talk-to-listen ratio, topic detection, coaching playlists
• Common configs: Recording consent settings, transcription language, keyword tracking, coaching playlist setup
• Best practices: Create coaching playlists by topic/​methodology, review calls with highest/​lowest scores, use topic detection for competitive intel

Deals

• What it is: Pipeline visibility and deal management with CRM sync
• Key concepts: Deal board, deal health scores, pipeline views, deal gaps, activity timeline
• Common configs: Deal stage mapping, health score criteria, pipeline views, required fields per stage
• Best practices: Review deal board weekly, address gaps flagged by health scores, ensure CRM sync is bidirectional

Forecast

• What it is: Revenue forecasting with rollup, submission, and AI-assisted predictions
• Key concepts: Forecast categories (commit/​best case/​pipeline/​omit), rollup hierarchy, submission workflow, AI forecast
• Common configs: Category definitions, submission cadence, rollup rules, override permissions
• Best practices: Submit forecasts weekly, use AI forecast as a benchmark, document override reasons

Step 4 — Actionable guidance

Based on the user's specific question:

1. Step-by-step instructions — numbered steps to accomplish their goal in Salesloft
2. Configuration recommendations — specific settings to change, with where to find them in the Salesloft UI (Settings > [section] > [page])
3. Common pitfalls — what can go wrong and how to avoid it
4. Verification — how to confirm the change worked as expected

Step 5 — Related skills

Point to related skills based on what they asked about:

• /​sales-cadence — Design and optimize multi-channel outbound cadences, plus general outreach message writing (not Salesloft-specific)
• /​sales-call-review — Review sales calls and extract coaching insights
• /​sales-deal-inspect — Inspect individual deal health and identify risks
• /​sales-forecast — Build and validate revenue forecasts, plus portfolio-level pipeline management and deal prioritization
• /​sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/​sales --skill sales-do

Gotchas

• Don't confuse Salesloft "Cadence" with a generic sales cadence concept. Salesloft Cadence is a specific product feature with its own data model (Cadence Memberships, Steps, etc.). When the user says "cadence," clarify whether they mean the Salesloft feature or the general concept of a multi-touch sequence.

• Don't recommend deprecated API v1 endpoints. The current Salesloft API is v2 (api.salesloft.com/​v2). Claude defaults to v1 patterns from older training data — always use v2.

• Don't assume all Salesloft orgs have Drift enabled. Drift is a separate product that was acquired and integrated. Many Salesloft customers don't have it. Ask before referencing Drift features.

• Don't confuse Salesloft Deals with CRM Opportunities. Deals in Salesloft are synced from the CRM — they are not the source of truth. Changes should usually be made in the CRM, not in Salesloft Deals directly.

• Don't suggest Rhythm configurations that don't exist. Signal weighting and play creation have specific options in the UI — don't invent settings or suggest configurations that aren't available in the current product.

• Self-improving: If you discover something not covered here, append it to references/​learnings.md with today's date.

Examples

Example 1: Rhythm configuration

User says: "How do I set up Rhythm signals to prioritize inbound leads?" Skill does:

1. Identifies this as a Rhythm configuration question
2. Provides step-by-step instructions for signal weighting in Settings > Rhythm
3. Recommends best practices for inbound vs. outbound signal priority Result: User has configured Rhythm signals with recommended weighting

Example 2: CRM sync troubleshooting

User says: "My Salesloft-Salesforce sync keeps creating duplicates" Skill does:

1. Identifies this as an Admin/​CRM sync issue
2. Walks through sync settings, field mapping, and conflict resolution
3. Identifies common duplicate causes and fixes Result: User has diagnosed and resolved the duplicate creation issue

Troubleshooting

Salesloft MCP not connecting

If using the Membrane Salesloft skill and connections fail:

1. Verify your OAuth token is valid and not expired
2. Check API rate limits — 600 cost/​minute at the team level (shared across all integrations, not per user)
3. Ensure the Membrane CLI is authenticated: membrane login --tenant

CRM sync conflicts

Symptom: Records overwritten or duplicated between Salesloft and CRM Cause: Bidirectional sync with conflicting field mappings Solution: Review Settings > CRM Sync > Field Mapping. Set conflict resolution to "CRM wins" for fields your CRM owns, "Salesloft wins" for activity data.

Rhythm signals not appearing

Symptom: Focus zone is empty despite active cadences and deals Cause: Signal sources not connected or signal weights set to zero Solution: Check Settings > Rhythm > Signal Sources. Ensure Cadence, Deals, and email tracking are enabled.